Our leadership team is actively involved in all client matters and maintain a strong field presence on engagements.
view leadership team
We provide unprecedented accessibility to all service team members.
view all Team members
Bob provides tax compliance and planning strategies to businesses and individuals, concentrating on issues related to gift and estate planning, trust administration, individual taxation, and wealth preservation.
Niagara University, Bachelor of Business Administration, Accounting, Magna Cum Laude
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Financial Planning Counselors of Western New York, Board Member
Estate Analysts of Western New York, Member
Mount St. Mary's Hospital Foundation, Lewiston, NY, Treasurer
Mount St. Mary's Hospital Board of Associates, Lewiston, NY, Treasurer, Past Chairman
Community Foundation for Greater Buffalo, Professional Advisor Council
Association for a Buffalo Presidential Center, former Board Member
Niagara University, Alumni Association Western New York Chapter Leader
PUCCS Charitable Fund, former Board Member
Through a process known as decanting, many irrevocable trusts that have become ineffective or obsolete due to changing tax laws or family circumstances may be “fixed.” However, a trust's terms and state laws determine the degree to which a trustee can alter the original trust document.
When you hear “estate planning,” you probably think of trusts and other vehicles for minimizing taxes and passing on more wealth to your heirs. However, a will remains the cornerstone of any estate plan.
Good things come to those who wait. Older taxpayers may be entitled to some age-based tax breaks.
AuditWatch University Level 3: Beginning In-Charge Training prepares auditors to take in-field responsibility for an audit engagement. It mixes discussion with case studies to provide an in-depth look at designing and completing the key steps in an audit.
Learn More
AuditWatch Level 2: Experience Staff Training introduces auditors to the complete audit process and plan. It focuses on ways for staff and senior accountants to significantly participate in the risk assessment procedures, including efforts surrounding internal controls.
Learn More
